Exlservice Holdings stock analysis
Exlservice Holdings (LHV) Stock Price & Analysis
LHV Stock Chart & Stats
- Day’s Range
- EUR 38.94 - EUR 39.91
- 52-Week Range
- EUR 21.84 - EUR 39.91
- Previous Close
- EUR 38.37
- Volume
- N/A
- Average Volume (3M)
- 106
- Market Cap
- EUR 5.99B
- Enterprise Value
- EUR 5.51B
- Total Cash (Recent Filing)
- EUR 332.68M
- Total Debt (Recent Filing)
- EUR 615.35M
- Price to Earnings (P/E)
- 25.7
- Beta
- 0.58
- Next Earnings
- Feb 25, 2027 (Est.)
- EPS Estimate
- 0.52
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Revenue Base
A predominantly recurring revenue base improves visibility and makes results less dependent on winning entirely new projects each quarter. It also supports deeper client relationships, steadier resource planning, and opportunities to expand services within established accounts over the next several quarters.
Data And AI Growth
Rapid growth in Data and AI-led services indicates that EXL is moving toward higher-value, strategically important work tied to analytics, automation, and decision support. Its expanding mix can strengthen differentiation and create durable demand as clients modernize operations.
Broad-Based Business Expansion
Growth across all segments and industries reduces reliance on one vertical and demonstrates broad customer demand for EXL's services. Organic expansion, combined with new logos and existing-account growth, supports a durable platform for revenue compounding rather than isolated momentum.
Bears Say
Margin Pressure
The recent margin compression shows that strong revenue growth is not translating fully into operating profitability. Continued investment in employee costs, infrastructure, technology, and AI capabilities could keep margins under pressure and limit earnings conversion over the next several quarters.
Uncertain AI Economics
EXL is shifting traditional operations toward AI-embedded offerings, but client pricing structures have not changed as quickly as the technology. Until commercial terms and assurance costs stabilize, the transition could produce volatile delivery economics and make sustainable margin improvement harder to assess.
Cash Conversion Softness
EXL remains cash generative, but the recent deterioration in free-cash-flow momentum and EBITDA conversion indicates less favorable cash realization from earnings. If sustained, weaker conversion could reduce flexibility for acquisitions, investment, debt reduction, or shareholder returns.
Exlservice Holdings News
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Exlservice Holdings Stock Smart Score
Company Description
Exlservice Holdings
ExlService Holdings, Inc. functions as a global provider of data analytics, digital operational solutions, and comprehensive services, operating across the United States and internationally. The company organizes its operations into distinct segments: Insurance, Healthcare, Analytics, and Emerging Business. For the insurance sector, EXL delivers a suite of digital transformation and analytics-driven services. These offerings span a wide array of functions, including streamlined claims processing, administration of premiums and benefits, agency oversight, account reconciliation, policy research, underwriting assistance, new client acquisition, policy servicing, premium audits, various surveys (including commercial and residential), invoicing and collections, and enhanced customer support. These services are powered by cutting-edge digital technologies, artificial intelligence, machine learning, and sophisticated automation. Furthermore, EXL facilitates digital customer acquisition through a Software-as-a-Service (SaaS) model via its LifePRO and LISS platforms, and also provides subrogation services, including its comprehensive Subrosource software platform. In the healthcare domain, EXL presents CareRadius, an integrated care management system. It delivers diverse healthcare services such as care management, utilization review, disease management, payment accuracy, revenue enhancement, and customer interaction strategies for healthcare payers, service providers, pharmacy benefit management companies, and life sciences entities. Beyond these industry-specific services, EXL specializes in advanced predictive and prescriptive analytical capabilities. These are applied to critical areas like customer acquisition and lifecycle navigation, risk assessment and pricing, optimizing operational efficiency, oversight of credit and operational risks, ensuring payment accuracy and care coordination, and comprehensive data governance. Established in 1999, ExlService Holdings, Inc. maintains its corporate headquarters in New York, New York.
- Sector
- Technology
- Industry
- Information Technology Services
- CEO
- Rohit Kapoor
- Employees
- 65,000
- Website
- www.exlservice.com
- Address
- 320 Park Avenue, New York City, NY, 10022, US
Exlservice Holdings (LHV) Earnings & Revenues
LHV Company Deck
LHV Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, supported by nearly 20% reported revenue growth, 28.5% adjusted EPS growth, broad-based segment performance, accelerating Data and AI-led revenue, stronger pipeline activity, strategic iMerit and agentic AI expansion, and raised full-year guidance. The main challenges were a 1.7% decline in Digital Operations, modest quarterly margin pressure, an unclear near-term margin profile for AI-embedded work, some healthcare growth moderation, and early-stage integration and revenue variability at iMerit. Highlights significantly outweighed the lowlights.
View all DE:LHV earnings summariesLHV Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 16 | 3 | 3 |
| Technical Analysis | 4 | 3 | 3 |
| Moving Averages | 12 | 0 | 0 |













